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New England Capital Financial Advisors LLC: IBIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New England Capital Financial Advisors LLC on IBIT, newest first. How the timeline and the estimate are built.

New England Capital Financial Advisors LLC held 1,265 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,265 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $42,114.

    13F-HR 0001964652-26-000004 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,265 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $48,604.

    13F-HR 0001964652-26-000002 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,265 shares
    Change vs previous 13F +187 shares

    0.02% of the 13F portfolio, value $62,810.

    13F-HR 0001964652-26-000001 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,078 shares
    Change vs previous 13F -31 shares

    0.03% of the 13F portfolio, value $70,062.

    13F-HR 0001964652-25-000007 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,109 shares
    Change vs previous 13F +277 shares

    0.03% of the 13F portfolio, value $67,882.

    13F-HR 0001964652-25-000005 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 832 shares
    Change vs previous 13F +221 shares

    0.02% of the 13F portfolio, value $38,946.

    13F-HR 0001964652-25-000002 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 611 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $32,414.

    13F-HR 0001964652-25-000001 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).